MondegarAI
Mediolanum International Funds Ltd

Q2 2024 · 13F-HR

Mediolanum International Funds Ltdholdings as filed

Filed 2024-08-13 · accession 0000897069-24-001678

$6.11B
Reported value
393
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$463.2M7.58%2,317,519CommonSOLE
594918104MSFTMICROSOFT CORP$443.0M7.25%1,047,872CommonSOLE
67066G104NVDANVIDIA CORP.$403.0M6.59%3,481,359CommonSOLE
02079K305GOOGLALPHABET INC -A-$180.3M2.95%1,041,686CommonSOLE
30303M102METAMETA PLATFORMS REGISTERD SHS A$163.5M2.68%337,072CommonSOLE
02079K107GOOGALPHABET INC -C-$130.5M2.14%748,098CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$108.9M1.78%239,913CommonSOLE
023135106AMZNAMAZON COM INC$105.1M1.72%568,809CommonSOLE
532457108LLYLILLY (ELI) & CO$102.2M1.67%120,473CommonSOLE
038222105AMATAPPLIED MATERIALS INC$90.5M1.48%416,775CommonSOLE
00724F101ADBEADOBE INC$84.7M1.39%165,971CommonSOLE
58933Y105MRKMERCK & CO INC NEW COMMON$81.5M1.33%672,583CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$76.0M1.24%268,518CommonSOLE
30231G102XOMEXXON MOBIL CORP$70.3M1.15%655,286CommonSOLE
11135F101AVGOBROADCOM INC$65.9M1.08%44,489CommonSOLE
79466L302CRMSALESFORCE --- REGISTERED SHS$56.7M0.93%240,030CommonSOLE
654106103NKENIKE INC -B-$55.1M0.90%626,635CommonSOLE
57636Q104MAMASTERCARD INC. SHS-A-$54.6M0.89%132,171CommonSOLE
45866F104ICEINTERCONT EXCH$45.1M0.74%351,281CommonSOLE
478160104JNJJOHNSON & JOHNSON$44.8M0.73%329,065CommonSOLE
742718109PGPROCTER & GAMBLE CO.$43.9M0.72%282,180CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$42.7M0.70%229,588CommonSOLE
H84989104TEL1USDTE CONNECTIVITY /REG SHS$40.5M0.66%291,432CommonSOLE
92826C839VVISA INC -A$39.8M0.65%160,069CommonSOLE
20825C104COPCONOCOPHILLIPS$39.6M0.65%372,444CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$38.1M0.62%191,873CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO.$38.1M0.62%415,741CommonSOLE
78409V104SPGIS&P GLOBAL SHS$38.1M0.62%90,796CommonSOLE
88160R101TSLATESLA INC$37.7M0.62%204,343CommonSOLE
713448108PEPPEPSICO INC$36.8M0.60%236,952CommonSOLE
98978V103ZTSZOETIS INC -A-$36.6M0.60%222,408CommonSOLE
461202103INTUINTUIT$36.6M0.60%60,145CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$34.6M0.57%67,199CommonSOLE
437076102HDHOME DEPOT INC.$34.2M0.56%107,323CommonSOLE
294429105EFXEQUIFAX INC$33.8M0.55%151,132CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP.$33.4M0.55%464,290CommonSOLE
17275R102CSCOCISCO SYSTEMS INC.$33.0M0.54%744,186CommonSOLE
191216100KOCOCA-COLA CO.$32.6M0.53%546,508CommonSOLE
747525103QCOMQUALCOMM INC.$32.6M0.53%178,953CommonSOLE
060505104BACBANK OF AMERICA CORP$31.3M0.51%854,262CommonSOLE
384802104GWWWW GRAINGER INC$30.5M0.50%36,148CommonSOLE
00287Y109ABBVABBVIE INC$30.3M0.50%192,199CommonSOLE
032654105ADIANALOG DEVICES INC$28.9M0.47%136,595CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$28.5M0.47%191,631CommonSOLE
254687106DISWALT DISNEY COMPANY$28.2M0.46%295,580CommonSOLE
482480100KLACKLA CORPORATION$28.0M0.46%36,805CommonSOLE
G25508105CRHCRH PLC$27.9M0.46%402,227CommonSOLE
053015103ADPAUTOMATIC DATA PROCES.$27.8M0.45%125,308CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$27.7M0.45%129,739CommonSOLE
94106L109WMWASTE MANAGEMENT INC$27.2M0.45%137,159CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$26.8M0.44%33,791CommonSOLE
166764100CVXCHEVRON CORPORATION$26.7M0.44%183,200CommonSOLE
64110L106NFLXNETFLIX INC$26.4M0.43%41,376CommonSOLE
G54950103LINLINDE PLC$26.4M0.43%64,209CommonSOLE
09247X101BLKCHFBLACKROCK INC$25.2M0.41%34,537CommonSOLE
G0403H108AONAON PLC -A-$25.1M0.41%91,750CommonSOLE
149123101CATCATERPILLAR INC.$24.8M0.41%81,020CommonSOLE
075887109BDXBECTON DICKINSON & CO.$24.7M0.40%114,521CommonSOLE
580135101MCDMCDONALD S CORP.$24.2M0.40%100,339CommonSOLE
872540109TJXTJX COMPANIES INC$23.6M0.39%228,531CommonSOLE
550021109LULULULULEMON ATHLETICA INC$23.4M0.38%81,275CommonSOLE
548661107LOWLOWE S COMPANIES INC.$22.6M0.37%110,065CommonSOLE
494368103KMBKIMBERLY CLARK CORP$22.5M0.37%172,879CommonSOLE
G5960L103MDTMEDTRONIC HOLDINGS LIMITED$22.4M0.37%302,229CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY - B$21.1M0.35%55,511CommonSOLE
58155Q103MCKMCKESSON CORP$21.0M0.34%37,956CommonSOLE
22788C105CRWDCROWDSTRIKE HOLDINGS INC$21.0M0.34%58,052CommonSOLE
871607107SNPSSYNOPSYS INC.$20.5M0.34%36,952CommonSOLE
002824100ABTABBOTT LABORATORIES INC$20.1M0.33%205,779CommonSOLE
219948106CPAYCORPAY INC$19.5M0.32%77,757CommonSOLE
931142103WMTWALMART INC$19.2M0.31%302,979CommonSOLE
G0450A105ACGLARCH CAPITAL GP LTD BERMUDA$19.0M0.31%200,968CommonSOLE
031100100AMEAMETEK INC$18.5M0.30%118,775CommonSOLE
16411Q101CQPCHENIERE ENERGY$18.4M0.30%114,631CommonSOLE
65339F101NEENEXTERA ENERGY$17.9M0.29%260,259CommonSOLE
81762P102NOWSERVICENOW INC$17.9M0.29%24,783CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$17.8M0.29%258,707CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$17.7M0.29%42,577CommonSOLE
244199105DEDEERE & CO.$17.4M0.29%49,545CommonSOLE
452308109ITWILLINOIS TOOL WORKS$17.1M0.28%77,281CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$16.5M0.27%37,404CommonSOLE
863667101SYKSTRYKER CORP.$16.4M0.27%51,573CommonSOLE
363576109AJGGALLAGHER CO ARTHUR J.$15.9M0.26%65,383CommonSOLE
949746101WMT2WELLS FARGO & CO$15.9M0.26%295,995CommonSOLE
337738108FISVFISERV INC.$15.3M0.25%109,741CommonSOLE
05352A100AVTRAVANTOR INC$14.8M0.24%739,555CommonSOLE
34959E109FTNTFORTINET$14.5M0.24%259,083CommonSOLE
75886F107REGNREGENERON PHARMA. INC.$14.5M0.24%14,742CommonSOLE
670346105NUENUCOR CORP.$14.4M0.24%99,519CommonSOLE
03073E105CORCENCORA INC$14.3M0.23%67,037CommonSOLE
68389X105ORCLORACLE CORP$14.1M0.23%108,075CommonSOLE
90353T100UBERUBER TECH --- REGISTERED SHS$13.8M0.23%209,835CommonSOLE
58733R102MELIMERCADOLIBRE INC$13.6M0.22%8,762CommonSOLE
91913Y100VLOVALERO ENER. CORP$13.6M0.22%94,426CommonSOLE
609839105MPWRMONOLITHIC POWER SYSTEMS INC$13.1M0.21%17,330CommonSOLE
285512109EAELECTRONIC ARTS$13.1M0.21%100,691CommonSOLE
039483102ADMARCHER-DANIELS MIDLAND CO$12.5M0.20%221,340CommonSOLE
369604301GEGE AEROSPACE RG$12.5M0.20%83,458CommonSOLE
02209S103MOALTRIA GROUP$12.5M0.20%294,295CommonSOLE
H1467J104CBCHUBB LTD$12.5M0.20%51,005CommonSOLE
871829107SYYSYSCO CORP.$12.2M0.20%180,418CommonSOLE
126408103CSXCSX CORP.$12.1M0.20%391,069CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC.$12.0M0.20%28,936CommonSOLE
23331A109DHIDR HORTON INC$11.9M0.19%90,266CommonSOLE
311900104FASTFASTENAL$11.9M0.19%201,164CommonSOLE
74460D109PSAPUBLIC STORAGE$11.9M0.19%44,407CommonSOLE
03769M106APOAPOLLO GLB MGMT RG$11.8M0.19%107,304CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$11.8M0.19%158,132CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$11.7M0.19%201,300CommonSOLE
88579Y101MMM3M CO$11.7M0.19%121,592CommonSOLE
252131107DXCMDEXCOM INC$11.5M0.19%107,388CommonSOLE
G8473T100STESTERIS PLC$11.3M0.18%55,916CommonSOLE
03076C106AMPAMERIPRISE FINANC. /WH.I$11.3M0.18%28,084CommonSOLE
92537N108VRTVERTIV HOLDINGS LLC NPV$11.2M0.18%138,111CommonSOLE
00846U101AAGILENT TECHNOLOGIES$10.9M0.18%88,976CommonSOLE
217204106CPRTCOPART INC$10.7M0.18%209,237CommonSOLE
28176E108EWEDWARDS LIFESCIENCES$10.6M0.17%121,857CommonSOLE
N82405106STLASTELLANTIS N.V. RG$10.6M0.17%571,505CommonSOLE
026874784AIGAIG$10.6M0.17%150,791CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC WI$10.3M0.17%165,189CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNCTINS INC -A-$10.3M0.17%187,793CommonSOLE
92345Y106VRSKVERISK ANLYTCS$10.1M0.17%40,137CommonSOLE
01609W102BABAALIBABA GROUP HOLDING LTD /ADR$10.1M0.16%148,904CommonSOLE
142339100CSLCARLISLE COS INC$10.0M0.16%26,144CommonSOLE
233331107DTEDTE ENERGY COMPANY$10.0M0.16%96,606CommonSOLE
911312106UPSUTD PARCEL SERVICE INC -B-$10.0M0.16%79,052CommonSOLE
380237107GDDYGODADDY INC$9.9M0.16%75,843CommonSOLE
26875P101EOGEOG RESOURCES INC.$9.9M0.16%85,203CommonSOLE
858119100STLDSTEEL DYNAMICS INC.$9.8M0.16%84,149CommonSOLE
704326107PAYXPAYCHEX INC.$9.8M0.16%88,936CommonSOLE
56585A102MPCMARATHON PETROLEUM CORP$9.8M0.16%60,557CommonSOLE
22160N109CSGPCOSTAR GROUP INC$9.8M0.16%140,971CommonSOLE
375558103GILDGILEAD SCIENCES INC.$9.7M0.16%151,279CommonSOLE
744320102PRUPRUDENTIAL FINANCIAL INC$9.7M0.16%88,426CommonSOLE
81141R100SESEA LTD /ADR$9.6M0.16%138,706CommonSOLE
925652109VICIVICI PROPERTIES INC REIT$9.6M0.16%360,201CommonSOLE
125523100CITHE CIGNA RG SHS$9.6M0.16%30,624CommonSOLE
617446448MSMORGAN STANLEY$9.5M0.16%106,459CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$9.4M0.15%73,116CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC.$9.4M0.15%46,928CommonSOLE
302130109EXPDEXPEDITORS INTL WASH.$9.2M0.15%77,853CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP.$9.1M0.15%46,396CommonSOLE
G29183103ETNEATON CORPORATION PUBLIC LTD$9.0M0.15%30,629CommonSOLE
872590104TMUST-MOBILE US INC$8.7M0.14%52,280CommonSOLE
205887102CAGCONAGRA BRANDS INC$8.6M0.14%325,880CommonSOLE
690742101OCOWENS CORNING INC$8.6M0.14%53,614CommonSOLE
92343E102VRSNVERISIGN INC$8.6M0.14%51,585CommonSOLE
37045V100GMGENERAL MOTORS CO$8.5M0.14%200,550CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$8.5M0.14%205,971CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$8.5M0.14%23,447CommonSOLE
D18190898DBDEUTSCHE BANK AG /NAM.$8.4M0.14%568,192CommonSOLE
20030N101CMCSACOMCAST CORP/-A-$8.3M0.14%231,733CommonSOLE
45168D104IDXXIDEXX LABORATORIES INC.$8.2M0.13%17,881CommonSOLE
98980G102ZSZSCALER INC$8.2M0.13%46,385CommonSOLE
G3421J106FERG1GBXFERGUSON NEWCO PLC$8.2M0.13%45,547CommonSOLE
60855R100MOHMOLINA HEALTHCARE INC$8.1M0.13%28,720CommonSOLE
745867101PHMPULTEGROUP INC$8.1M0.13%78,638CommonSOLE
247361702DALDELTA AIR LINES$8.0M0.13%177,144CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC CL A$8.0M0.13%478,006CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$7.9M0.13%43,999CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$7.9M0.13%2,106CommonSOLE
90384S303ULTAULTA BEAUTY INC$7.8M0.13%21,747CommonSOLE
040413106ANETEURARISTA NETWORKS INC$7.7M0.13%23,741CommonSOLE
806857108SLBSCHLUMBERGER LTD$7.7M0.13%175,064CommonSOLE
64110D104NTAPNETAPP INC$7.6M0.12%63,040CommonSOLE
369550108GDGENERAL DYNAMICS CORP$7.5M0.12%27,590CommonSOLE
277432100EMNEASTMAN CHEMICAL CO$7.3M0.12%80,948CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$7.3M0.12%7,427CommonSOLE
466313103JBLJABIL INC$7.3M0.12%72,554CommonSOLE
052769106ADSKAUTODESK INC.$7.3M0.12%32,042CommonSOLE
867224107SUSUNCOR ENERGY$7.3M0.12%204,694CommonSOLE
N6596X109NXPINXP SEMICONDUCTOR$7.2M0.12%29,190CommonSOLE
922475108VEEVVEEVA SYSTEMS INC$7.1M0.12%41,325CommonSOLE
21036P108STZCONSTELLATION BRAND -A-$7.1M0.12%29,690CommonSOLE
303075105FDSFACTSET RESEARCH SYSTEM INC$7.0M0.11%18,066CommonSOLE
891160509TDTORONTO DOMINION BK$6.9M0.11%134,583CommonSOLE
G7709Q104RPRXROYAL PHARM RG -A$6.9M0.11%276,579CommonSOLE
824348106SHWSHERWIN-WILLIAMS CO$6.9M0.11%24,770CommonSOLE
67077M108NTRNUTRIEN LTD$6.8M0.11%140,931CommonSOLE
125269100CFCF INDUSTRIES HOLDING INC$6.8M0.11%97,688CommonSOLE
743315103PGRPROGRESSIVE CORP$6.8M0.11%34,250CommonSOLE
031162100AMGNAMGEN INC$6.7M0.11%23,035CommonSOLE
36266G107GEHCGE HLTC TECH RG-WI$6.7M0.11%91,480CommonSOLE
G3223R108EGEVEREST GROUP RG REGISTERED SHS$6.7M0.11%18,738CommonSOLE
595112103MUMICRON TECHNOLOGY INC$6.7M0.11%53,908CommonSOLE
256163106DOCUDOCUSIGN INC$6.6M0.11%134,050CommonSOLE
74340W103PLDPROLOGIS INC$6.6M0.11%63,329CommonSOLE
50212V100LPLALPL INVESTMENT HOLDINGS INC$6.5M0.11%25,052CommonSOLE
29355A107ENPHENPHASE ENERGY INC SHS$6.4M0.10%65,054CommonSOLE
45784P101PODDINSULET CORP$6.4M0.10%32,898CommonSOLE
87612E106TGTTARGET CORP$6.3M0.10%45,706CommonSOLE
629377508NRGNRG ENERGY INC$6.1M0.10%83,281CommonSOLE
14149Y108CAHCARDINAL HEALTH INC.$6.1M0.10%65,419CommonSOLE
253868103DLRDIGITAL RLTY TR INC$6.1M0.10%43,694CommonSOLE
16115Q308GTLSCHART INDUSTRIES INC$6.0M0.10%44,810CommonSOLE
874054109TTWOTAKE TWO INTERACT. SOFTWARE$6.0M0.10%40,703CommonSOLE
21871X109CRBGCOREBRIDGE FINL RG$6.0M0.10%219,487CommonSOLE
45337C102INCYINCYTE CORPORATION$6.0M0.10%104,029CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$5.9M0.10%50,751CommonSOLE
893641100TDGTRANSDIGM GROUP INC$5.8M0.09%4,808CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$5.8M0.09%46,093CommonSOLE
15118V207CELHCELSIUS HOLDINGS INC$5.8M0.09%107,463CommonSOLE
45167R104IEXIDEX CORP$5.7M0.09%30,336CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.7M0.09%17,813CommonSOLE
87612G101TRGPTARGA RESOURCES$5.6M0.09%46,748CommonSOLE
459200101IBMIBM CORP$5.6M0.09%35,104CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$5.6M0.09%42,001CommonSOLE
682189105ONON SEMICONDUCTOR CORP$5.5M0.09%87,205CommonSOLE
G0176J109ALLEALLEGION PLC$5.5M0.09%50,532CommonSOLE
23804L103DDOGDATADOG INC$5.4M0.09%45,437CommonSOLE
620076307MSIMOTOROLA SOLTN/EX-DISTR$5.4M0.09%15,073CommonSOLE
443201108HWMHOWMET AERSPC RG$5.4M0.09%73,090CommonSOLE
29444U700EQIXEQUINIX INC /REIT$5.3M0.09%7,614CommonSOLE
69608A108PLTRPALANTIR TCHNL-A RG$5.3M0.09%226,702CommonSOLE
03743Q108APAAPA CORPORATION$5.2M0.09%192,460CommonSOLE
046353108AZNNASTRAZENECA /SPONS.ADR$5.2M0.08%71,108CommonSOLE
31620M106FISFIDELITY NATL INFORM SERV$5.1M0.08%73,708CommonSOLE
032095101APHAMPHENOL CORPORATION -A-$5.1M0.08%80,676CommonSOLE
907818108UNPUNION PACIFIC CORP.$5.0M0.08%23,920CommonSOLE
717081103PFEPFIZER INC.$5.0M0.08%192,196CommonSOLE
962166104WYWEYERHAEUSER CO$5.0M0.08%188,559CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC SHS$4.9M0.08%26,598CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$4.9M0.08%293,654CommonSOLE
98138H101WDAYWORKDAY INC - CLASS A$4.9M0.08%23,581CommonSOLE
693718108PCARPACCAR INC.$4.8M0.08%49,363CommonSOLE
235851102DHRDANAHER CORP$4.7M0.08%20,039CommonSOLE
749685103RPMRPM INTERNATIONAL INC$4.6M0.08%46,293CommonSOLE
969904101WSMWILLIAMS-SONOMA INC$4.6M0.08%17,237CommonSOLE
136385101CNQCANADIAN NAT. RESOURCES$4.6M0.08%138,632CommonSOLE
366651107ITGARTNER INC.$4.5M0.07%10,896CommonSOLE
73278L105POOLPOOL CORP$4.5M0.07%15,734CommonSOLE
04016X101ARGXARGEN-X N.V. /ADR$4.4M0.07%10,694CommonSOLE
25179M103DVNDEVON ENERGY CORP.(NEW)$4.4M0.07%100,786CommonSOLE
29452E101EQHEQUITABLE HLDG RG$4.4M0.07%115,690CommonSOLE
718172109PMPHILIP MORRIS INT.$4.4M0.07%45,930CommonSOLE
526057104LENLENNAR CORP. -A-$4.3M0.07%31,229CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$4.3M0.07%13,954CommonSOLE
87971M103TUTELUS CORP$4.3M0.07%305,489CommonSOLE
15135B101CNCCENTENE CORP. DE$4.3M0.07%67,636CommonSOLE
773903109ROKROCKWELL AUTOMATION$4.2M0.07%16,770CommonSOLE
59156R108METMETLIFE INC$4.1M0.07%62,252CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$4.0M0.07%126,020CommonSOLE
22822V101CCICROWN CASTLE INC$4.0M0.07%43,840CommonSOLE
780087102RYROYAL BANK OF CANADA$3.9M0.06%39,346CommonSOLE
760759100RSGREPUBLIC SERVICES INC.$3.9M0.06%21,346CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$3.9M0.06%39,124CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$3.8M0.06%15,400CommonSOLE
722304102PDDPDD HOLDINGS INC/ADR$3.8M0.06%31,030CommonSOLE
049468101TEAMATLASSIAN CORP$3.8M0.06%23,477CommonSOLE
12514G108CDWCDW CORP$3.7M0.06%17,779CommonSOLE
98389B100XELXCEL ENERGY INC$3.7M0.06%73,750CommonSOLE
92939U106WECWEC ENERGY GROUP INC.$3.7M0.06%50,355CommonSOLE
05577W200DOOBRP INC SUB VTG SHS$3.7M0.06%62,027CommonSOLE
260003108DOVDOVER CORP.$3.6M0.06%21,848CommonSOLE
136375102CNICANADIAN NATIONAL RAILWAY$3.6M0.06%32,928CommonSOLE
40412C101HCAHCA HEALTHCARE INC$3.5M0.06%11,000CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$3.4M0.06%76,379CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$3.4M0.06%88,043CommonSOLE
N53745100LYBLYONDELLBASELL IND NV -A-$3.4M0.06%38,089CommonSOLE
988498101YUMYUM BRANDS SHS$3.4M0.06%27,455CommonSOLE
H50430232LOGILOGITECH INTL SA$3.4M0.06%37,743CommonSOLE
29250N105ENBENBRIDGE INC.$3.1M0.05%94,953CommonSOLE
573284106MLMMARTIN MARIETTA MATERIALS INC.$3.1M0.05%6,149CommonSOLE
36828A101GEVGE VERNOVA INC$3.1M0.05%18,738CommonSOLE
N3167Y103RACEFERRARI N.V.$3.1M0.05%8,007CommonSOLE
518415104LSCCLATTICE SEMICONDUCTOR CORP$3.0M0.05%56,357CommonSOLE
55354G100MSCIMSCI INC -A-$3.0M0.05%6,593CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$2.9M0.05%10,255CommonSOLE
446413106HIIHUNTINGTON$2.9M0.05%12,703CommonSOLE
74762E102QUREQUANTA SERVICES INC$2.9M0.05%11,709CommonSOLE
03831W108APPAPPLOVIN RG-A$2.9M0.05%37,470CommonSOLE
88339J105TTDTHE TRADE DESK INC$2.9M0.05%31,709CommonSOLE
458140100INTCINTEL CORP.$2.9M0.05%100,947CommonSOLE
053611109AVYAVERY DENNISON CORP$2.9M0.05%13,733CommonSOLE
427866108HSYTHE HERSHEY CO$2.8M0.05%16,229CommonSOLE
969457100WMBWILLIAMS COMPANIES INC$2.8M0.05%70,531CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$2.8M0.05%16,948CommonSOLE
59522J103MAAMID-AMERICA APARTMENT COMMUN.$2.7M0.04%20,561CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.7M0.04%5,321CommonSOLE
75513E101RTXRTX CORPORATION$2.6M0.04%27,569CommonSOLE
718546104PSXPHILLIPS 66$2.6M0.04%19,879CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINES$2.6M0.04%15,717CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.3M0.04%61,281CommonSOLE
61945C103MOSMOSAIC CO$2.3M0.04%83,774CommonSOLE
92840M102VSTVISTRA REGISTERED SHS$2.3M0.04%28,226CommonSOLE
351858105FNVFRANCO-NEVADA CORP$2.3M0.04%20,038CommonSOLE
31428X106FDXFEDEX CORP.$2.2M0.04%8,079CommonSOLE
260557103DOWDOW INC$2.2M0.04%44,425CommonSOLE
315616102FFIVF5 INC$2.2M0.04%13,626CommonSOLE
56501R106MFCMANULIFE FINANCIAL CORP$2.1M0.03%86,078CommonSOLE
526107107LIILENNOX INTERNATIONAL INC.$2.1M0.03%4,193CommonSOLE
H11356104BGBUNGE GLOBAL N$2.1M0.03%21,101CommonSOLE
571903202MARMARRIOTT INTL INC. -A-$2.1M0.03%9,266CommonSOLE
761152107RMDRESMED INC$2.1M0.03%11,648CommonSOLE
703481101PTENPATTERSON UTI ENERGY INC$2.0M0.03%215,784CommonSOLE
067901108ABXBARRICK GOLD CORP$2.0M0.03%129,691CommonSOLE
592688105MTDMETTLER TOLEDO INTL INC.$2.0M0.03%1,519CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.0M0.03%23,724CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON$2.0M0.03%13,434CommonSOLE
150870103CECELANESE RG$1.9M0.03%15,345CommonSOLE
22052L104CTVACORTEVA INC$1.9M0.03%38,810CommonSOLE
40434L105HPQHP INC$1.9M0.03%59,664CommonSOLE
759509102RSRELIANCE INC$1.9M0.03%7,355CommonSOLE
H2906T109GRMNGARMIN$1.9M0.03%12,472CommonSOLE
29786A106ETSYETSY INC$1.9M0.03%33,983CommonSOLE
443510607HUBBHUBBELL INC$1.9M0.03%5,360CommonSOLE
67103H107ORLYO REILLY AUTOMOTIVE INC$1.8M0.03%1,844CommonSOLE
M98068105WIXWIX.COM LTD$1.8M0.03%12,105CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES$1.8M0.03%5,844CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$1.8M0.03%36,220CommonSOLE
406216101HALHALLIBURTON CO$1.6M0.03%50,329CommonSOLE
053332102AZOAUTOZONE INC$1.6M0.03%567CommonSOLE
436440101HO1HOLOGIC INC$1.5M0.03%22,309CommonSOLE
43300A203HLTHILTON INC$1.5M0.03%7,670CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$1.5M0.03%6,737CommonSOLE
15135U109CVECENOVUS ENERGY$1.5M0.02%82,025CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP$1.5M0.02%31,227CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$1.4M0.02%26,529CommonSOLE
941848103WATWATERS CORPORATION$1.4M0.02%5,391CommonSOLE
384109104GGGGRACO INC$1.4M0.02%19,476CommonSOLE
237194105DRIDARDEN RESTAURANTS$1.4M0.02%10,060CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER CO.INC$1.4M0.02%17,137CommonSOLE
12503M108CBOECBOE GLOBAL MARKETS INC$1.4M0.02%8,711CommonSOLE
540424108LLOEWS CORP$1.3M0.02%19,112CommonSOLE
422806109HEIHEICO CORP$1.3M0.02%6,337CommonSOLE
655663102NDSNNORDSON CORP$1.3M0.02%6,203CommonSOLE
91307C102UTHRUTD THERAPEUTICS CORP (DE)$1.3M0.02%4,492CommonSOLE
681919106OMCOMNICOM GROUP INC$1.3M0.02%15,870CommonSOLE
87241L109TFIITFI INTERNATIONAL INC$1.3M0.02%9,758CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.3M0.02%15,256CommonSOLE
185899101CLFCLEVELAND CLIFFS INC$1.3M0.02%90,185CommonSOLE
891092108TTCTORO CO$1.2M0.02%14,423CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$1.2M0.02%20,990CommonSOLE
29476L107EQREQUITY RESIDENTIAL SBI$1.2M0.02%19,246CommonSOLE
278865100ECLECOLAB INC.$1.2M0.02%5,385CommonSOLE
784117103SEICSEI INVESTMENTS CO$1.2M0.02%20,034CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$1.2M0.02%34,412CommonSOLE
74624M102PPURE STORAGE INC$1.2M0.02%19,270CommonSOLE
682680103OKEONEOK INC (NEW)$1.2M0.02%15,458CommonSOLE
09062X103BIIBBIOGEN INC$1.1M0.02%5,134CommonSOLE
278642103EBAYEBAY INC$1.1M0.02%21,940CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOL A$1.1M0.02%17,005CommonSOLE
855244109SBUXSTARBUCKS CORP.$1.1M0.02%14,443CommonSOLE
243537107DECKDECKERS OUTDOOR CORP.$1.0M0.02%1,095CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.0M0.02%12,042CommonSOLE
12532H104GIBCGI INC -A-$1.0M0.02%10,778CommonSOLE
565849106MRO*MARATHON OIL CORP.$1.0M0.02%37,787CommonSOLE
370334104GISGENERAL MILLS INC$1.0M0.02%16,941CommonSOLE
42809H107HESHESS CORP$971,5710.02%7,054CommonSOLE
701094104PHPARKER-HANNIFIN$956,0030.02%2,031CommonSOLE
92936U109WPCWP CAREY INC REIT$942,0290.02%18,133CommonSOLE
126650100CVSCVS HEALTH CORP$938,0530.02%17,218CommonSOLE
254709108DFSEURDISCOVER FIN SVC$935,9450.02%8,103CommonSOLE
31620R303FNFFID NAT FIN-A- FNF GROUP$911,9250.01%19,879CommonSOLE
87807B107TRPTC ENERGY CORPORATION$906,9570.01%25,189CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORP$889,2120.01%1,298CommonSOLE
00206R102TAT & T$882,4510.01%50,415CommonSOLE
35137L105FOXAFOX --- REGISTERED SHS -A-$880,9830.01%27,691CommonSOLE
49456B101KMIKINDER MORGAN INC$876,8220.01%47,533CommonSOLE
009066AB7ABNB 0 03/15/26AIRBNB RG-A$818,9090.01%5,786CommonSOLE
62944T105NVRNVR INC$814,8700.01%114CommonSOLE
012653101ALBALBEMARLE CORP$805,6950.01%8,965CommonSOLE
82509L107SHOPSHOPIFY INC$775,6840.01%12,508CommonSOLE
303250104FICOFAIR ISAAC CORP$761,3760.01%552CommonSOLE
25754A201DPZDOMINOS PIZZA INC$736,9910.01%1,530CommonSOLE
29414B104EPAMEPAM SYSTEMS$729,9330.01%4,224CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECHNO$721,1530.01%4,748CommonSOLE
668771108GENGEN DIGITAL INC$715,8230.01%31,145CommonSOLE
453038408IMOIMPERIAL OIL LTD$702,5350.01%10,904CommonSOLE
249906108DSGXTHE DESCARTES SYSTEMS GROUP$700,7900.01%7,718CommonSOLE
562750109MANHMANHATTAN ASSOCIATES INC$669,5340.01%2,855CommonSOLE
674215207CHRDCHORD ENERGY RG SHS$664,6510.01%4,260CommonSOLE
127097103CTRACOTERRA ENERGY INC$636,1840.01%25,381CommonSOLE
403949100DINOHF SINCLAIR CORPORATION$600,8920.01%12,207CommonSOLE
57667L107MTCHMATCH GROUP RG$585,8610.01%20,610CommonSOLE
49177J102KVUEKENVUE RG$508,3730.01%29,564CommonSOLE
29364G103ETRENTERGY CORP.$505,1960.01%5,069CommonSOLE
09073M104TECHBIO TECHNE CORP$500,7690.01%7,469CommonSOLE
487836108KKELLANOVA$478,5850.01%8,888CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS$473,9780.01%1,930CommonSOLE
H42097107UBSUBS GROUP AG$391,6530.01%14,271CommonSOLE
13321L108CCJCAMECO CORP.$370,3420.01%7,663CommonSOLE
172908105CTASCINTAS$366,0510.01%551CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY LTD$353,6200.01%4,793CommonSOLE
N72482149QIAGEN NV$331,1520.01%8,678CommonSOLE
049560105ATOATMOS ENERGY CORP$304,8670.00%2,802CommonSOLE
25809K105DASHDOORDASH RG-A$281,5080.00%2,727CommonSOLE
501044101KRKROGER CO.$269,2950.00%5,843CommonSOLE
60770K107MRNAMODERNA INC$206,5670.00%1,826CommonSOLE
29670G102WTRGESSENTIAL UTIL RG$202,0990.00%5,790CommonSOLE
26884L109EQTEQT$136,9460.00%3,935CommonSOLE
69047Q102OVVOVINTIV INC$109,8600.00%2,527CommonSOLE
521865204LEALEAR CORP$9,6560.00%91CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.